Stop rewriting the same documents
Agency Templates Library
Contracts, agreements, proposals, SOPs, scripts and KPI sheets: the documents our members work from. Each one comes with the session or the quarter of the year that teaches you when to use it, so you stop starting every client from a blank page.
- Contracts and agreements
- Proposals and scripts
- SOPs and KPI sheets
What the library holds
- Win the workProposals, quotations and sales scripts
- Sign the workContracts and agreements, for clients, staff and vendors
- Run the workSOPs, blueprints and KPI sheets
Written byHamid MahmoodFounder, serial digital entrepreneur- Weeks of roadmap the templates are built into
- 52Weeks of roadmap the templates are built into
- Bootcamp sessions, each with its resources
- 14Bootcamp sessions, each with its resources
- A single session, with its resource pack
- $125A single session, with its resource pack
- Agencies in a mastermind cohort, at most
- 20Agencies in a mastermind cohort, at most
A missing library, not a writing problem
Overview
Most agencies write the same documents again and again. The contract gets copied from the last client and edited late at night, the proposal is rebuilt for every lead, and the way a delivery should run lives in the owner’s head. None of that is a writing problem. It is a missing library.
The Agency Templates Library is the set our members work from: contracts and agreements, proposals, SOPs, sales scripts and KPI sheets. Each one belongs to a quarter of the mastermind or a session of the bootcamp, so it arrives with the teaching that explains when to use it, rather than as one more file in a folder.
They are built for the way digital marketing and software development agencies actually sell, from Pakistan into the US, the UK, the UAE, Saudi Arabia and the EU, where the contract, the proposal and the delivery promise all have to stand up in front of a buyer abroad.
A template on its own is only a starting point. The library works because it comes with the room: the session that explains it, the coach who answers the question it raises, and the other owners who have already put it to work.
Before the client signs
- Proposals and scriptsWin the work
- Contracts and agreementsSign the work
- SOPs and KPI sheetsRun the work
After the work starts
Win it, sign it, run it
What Is Inside
The library in three groups, from winning a client to running the work. Choose what to compare, and each group answers.
Win the work
Proposals and scripts
Read more about Proposals and scriptsWhat is in it: Proposal and quotation templates, and the sales templates the bootcamp’s cohort tiers carry
When the year builds it: Quarter 2: closing training, the closing follow up, then proposal development
Where it goes deeper: Sales Coaching, the track that covers the whole sale from first call to close
Sign the work
Contracts and agreements
Read more about Contracts and agreementsWhat is in it: Employee, vendor and B2B contracts, and the agreement templates that sit under a client relationship
When the year builds it: Quarter 3, alongside vendor management and quality assurance
Where it goes deeper: The systems quarter, where the rules of the agency get written down
Run the work
SOPs and KPI sheets
Read more about SOPs and KPI sheetsWhat is in it: SOPs for sales, staff augmentation and cross selling, delivery blueprints, and the KPI sheets the agency reports on
When the year builds it: Quarter 2 builds the procedures and blueprints for most deliveries; weekly department reports start in Quarter 3
Where it goes deeper: Systems & Operations, the track that turns the owner’s habits into the agency’s
That is what the library holds. This is where to start in it.
Start from the document you keep rewriting
How To Use It
Pick the sentence closest to your agency this month, and see which template answers it and where the year builds it.
Proposals
What it should do
A proposal should arrive with proof already doing the convincing.
- What the library gives you
- Proposal and quotation templates, worked through in the second quarter, straight after closing training
- Where it comes from
- Built in Quarter 2
Scripts
What it should do
A call your whole team can run, not only you.
- What the library gives you
- The sales templates that come with the bootcamp’s cohort tiers, for you and for the people you hire
- Where it comes from
- Sales Coaching
Contracts and agreements
What it should do
The terms should exist before the work does.
- What the library gives you
- Employee, vendor and B2B contracts and agreement templates, built in the systems quarter
- Where it comes from
- Built in Quarter 3
SOPs
What it should do
The agency should run on procedures, not on your memory.
- What the library gives you
- SOPs for sales, staff augmentation and cross selling, and the procedures and blueprints the second quarter builds
- Where it comes from
- Systems & Operations
KPI sheets
What it should do
Weekly numbers show a bad month while it can still be fixed.
- What the library gives you
- Full year plans and KPIs from Quarter 1, and the weekly department reports installed in Quarter 3
- Where it comes from
- Built in Quarters 1 and 3
Read next
Related Resources
The pages that sit closest to the library.
- The worksheets from the bookThe worksheet for each chapter of 7-Figure Agency Mindset A-Z, and the quarter it belongs to.
- Every bootcamp tier, side by sideWhich tiers carry the contracts, blueprints, SOPs and sales templates.
- The 52 week curriculumWhat each quarter of the mastermind year covers, including where each template is built.
- Systems & OperationsThe coaching track behind the SOPs, blueprints and weekly reports.
- Agency Growth BlogWeekly writing on sales, systems, hiring, pricing and international expansion.
It comes with the room
Get Access
The library comes with membership. The bootcamp’s cohort tiers carry the contracts, blueprints, SOPs and sales templates, and the mastermind works through the full set across fifty two weeks.
A single bootcamp session from $125 comes with its own resource pack.